Edward Jones

Investment Advisor
in Portland, OR

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About this Advisor

Gary Thomas is a financial advisor based in Portland, Oregon, with a total of 15 years of work experience. Thomas works at Edward Jones. Throughout their career, Thomas has worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Edward Jones. Thomas maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Oregon and Texas. Edward Jones is a firm based in Portland, Oregon. It has offices in 14,439 locations and a total of 25,919 financial advisors. It manages $423 billion in total assets between its 3,336,586 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 1,064 charitable organizations. Of its 3,336,586 customer accounts, just 10% are held by high-net-worth clients who have more than $1 million in assets. The business offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules usually are based on the financial services offered. However, fee types billed by Edward Jones can include any combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

15 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others



Office Location

12923 Nw Cornell Rd Ste 105
Portland, OR 97229-5834

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Edward Jones Brokerage Details

Total Assets Under Management


OR Average: $11,469,110,461
Total Number of Employees


OR Average: 458
Total Number of Accounts


OR Average: 33,415
Average Account Size


OR Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Gary Thomas Work History

Gary has 15 years of experience.

2015 - Present (6 years)

Edward Jones

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

2005 - 2015 (10 years)

Citigroup Global Markets Inc


Gary Thomas has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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